Is this course right for me?

Target Audience: Any member of staff purchasing goods and services through FMS

• understand Procure to Pay at a high level<br/>- the overarching Procure to Pay process<br/>- how adherence to the University of Strathclyde’s Procurement guidelines enables value for money purchasing <br/>- basics of VAT in relation to purchases
• understand how to use suppliers on FMS<br/>- enquire on active/parked FMS-enabled Suppliers<br/>- request to park and unpark a supplier<br/>- request a new supplier
• request a new product
• raise a requisition for services and products <br/>- from hosted catalogues in Parabilis<br/>- by punch-out via Parabilis to an external marketplace<br/>- as a non-Parabilis order<br/>- for standing orders / call off orders
• understand the effective use of ‘funds checking’
• understand the workflow process<br/>- how a purchase order is created<br/>- the workflow approval process<br/>- how to query on requisitions and workflows
• enter details of goods and services that have been received (including returning goods)
• release commitments against Purchase Orders
• understand how invoices will be treated in the new FMS
• enquiry and reporting on the Procure to Pay process

Prerequisites

• Attend the Introduction to the new Financial Management System (IFMS) session
• View the Introduction to FMS Web (FMSW) video and read the accompanying manual

Related Materials

• Training materials on FMS Resource Centre